Investment Advisor, Asean

4 days ago

Singapore Bank of Singapore Full time

Investment Advisor, ASEAN (AVP)

At Bank of Singapore, we are constantly on the lookout for exceptional individuals to join our team. We promote a culture of openness, teamwork and fairness. Most importantly, we invest in our people through our programmes that develop them on both professional and personal levels. Besides attractive remuneration packages, we offer non-financial benefits and opportunities to develop your potential within OCBC Group’s global network of subsidiaries and offices. If you have passion, drive and the will to succeed, rise to the challenge today

Investment Advisors (IA) are investment specialists within the front office team. The primary role of the IA is to formulate investment strategies and work with Relationship Managers in managing client portfolios.
- Provide premium investment advisory to Private Banking clients and formulate investment strategies that align with client's target strategic assets allocation to meet investment objectives and risk profile.
- Communicate on house views to the respective marketing teams and work with product specialist for specific support and training
- Partner Relationship Managers on client meetings to articulate investment ideas, investment concepts, create investment proposals and conduct portfolio reviews.
- Provision of financial advisory services to clients.
- Participate in product idea generation and solutions by:
a) keeping abreast of products in the market

b) proposing new product ideas

c) promoting ideas approved and endorsed by the Product Council where applicable

d) developing, monitoring and following up on new trading ideas related to cash equities, bonds, FX as well as structured products under ELNs, KODAs/DEKODAs, equity options, range accrual notes
- Ensure adherence to internal and external regulations and policies at all times

**Qualifications**
- Bachelor Degree in the fields of either Finance, Business, Economics or Banking
- 5 - 7 years in financial industry in an investment advisory position
- Preferably CFA and CACS certified
- Strong knowledge of products across asset classes
- Strong interpersonal and communications skills
- Strong analytical and strategic thinking skills
- Possess future oriented mindset, strive to innovate and adapt to changes
- Strong understanding of inter-dependencies within the team and able to collaborate effectively across departments
- Ability to thrive in a fast paced environment and remain empathetic, passionate and resilient

Job ID 240000YK
- ABOUT COMPANY
- Bank of Singapore
- Singapore
Private Banking / Wealth Management

Asia's global private bank Bank of Singapore is a wholly owned subsidiary of OCBC Bank, Southeast Asia’s second largest bank. Headquartered in Singapo...

  • Investment Advisor, Asean Market

    4 days ago

    Singapore The Edge Partnership Full time

    -The Edge Partnership Singapore Posted 2 hours ago Permanent Excellent Package - K - POSTED BY - Kelly Phun - RecruiterFollow - Our client is a well-established international bank and now seeking suitable talent for their front office. This is an Investment Advisor role to support the ASEAN market hence the incumbent will be expected to communicate well in...

  • Investment Advisor

    2 weeks ago

    Singapore Balfour Capital Group Full time

    Join Balfour Capital Group as an Investment Advisor. About Balfour Capital Group Balfour Capital Group is a boutique Investment Banking Firm and Hedge Fund managing over $400 million in global trading operations. We specialize in Commodities, Currencies, ETFs, Bonds, Precious Metals, and more, tapping into major markets from the US and Australia to Germany,...

  • Industry Advisor

    2 weeks ago

    Singapore Salesforce Full time

    Job Category Sales Job Details **About Salesforce** We’re Salesforce, the Customer Company, inspiring the future of business with AI+ Data +CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we empower you to be a Trailblazer, too — driving your performance...

  • Head of Asean Macroeconomic Research- Investment

    4 days ago

    Singapore Octavius Finance Full time

    We are currently working exclusively with a leading global investment bank in search of a Head of ASEAN Macroeconomic Research to lead their research team. This senior position is ideal for an experienced economist with a strong background in central banking and a PhD from a top-tier university. We are currently working exclusively with a leading global...

  • Assistant Investment Advisor

    2 days ago

    Singapore TECH AALTO PTE. LTD. Full time

    Job Title: Assistant Investment Advisor Location: Singapore Department: Investment Advisory / Wealth Management Reporting to: Senior Investment Relationship Manager Role Overview We are looking for a motivated and analytically strong Assistant Investment Advisor to support the Investment Advisory team. This is a hybrid role with a primary focus on Research &...

  • Assistant Investment Advisor

    1 day ago

    Singapore Tech Aalto Full time $55,000 - $100,000 per year

    Job Title: Assistant Investment AdvisorLocation: SingaporeDepartment: Investment Advisory / Wealth ManagementReporting to: Senior Investment Relationship ManagerRole OverviewWe are looking for a motivated and analytically strong Assistant Investment Advisor to support the Investment Advisory team. This is a hybrid role with a primary focus on Research...

  • Investment Advisor

    1 week ago

    Singapore Julius Baer Full time

    At Julius Baer, we celebrate and value the individual qualities you bring, enabling you to be impactful, to be entrepreneurial, to be empowered, and to create value beyond wealth. Let’s shape the future of wealth management together. **YOUR CHALLENGE**: **GENERAL DESCRIPTION** The Investment Advisor is member of the Investment Advisory (SG) - ISC/NRI &...

  • Deputy General Manager

    2 days ago

    Singapore MARUBENI ASEAN PTE. LTD. Full time

    **Job Description**: - Management of Aerospace Sec., management includes marketing of products/services, HR, budget & settlement, RM, legal etc. - Marketing of aerospace and defense products/services to ASEAN and other markets. - Sourcing of aerospace and defense products/services from ASEAN and other markets. - Relationship building with clients,...

  • Associate Director

    4 days ago

    Singapore PAN-ASIA INVESTMENT HOLDINGS PTE. LTD. Full time

    **Position Overview**:Join our dynamic team as an Associate Director - Investment and be at the forefront of our regional expansion in the Asia Pacific. You will play a critical role in originating, analyzing, and executing investment and M&A opportunities, helping to cement our position as a global investment leader. Your expertise will guide senior...

  • Investment & Insurance Advisor

    1 week ago

    Singapore J.S.F Full time

    Key Responsibilities - **Client Needs Analysis**:Perform in-depth financial health assessments, analyzing assets, liabilities, income, and existing insurance to understand a client's full financial picture. - **Financial Planning**:Develop comprehensive, customized financial plans, including investment and insurance strategies, to help clients meet short -...